Documentation
Handle your customers' everyday paperwork, fully digital.
What it is
Documentation services let you help your customers apply for or manage everyday documents through a single, guided digital process. You collect the details and submit the request; the relevant authority or provider handles processing.
Who it's for
Retailers and advisers whose customers need help with everyday paperwork alongside other services.
Your role as a partner
You identify the customer's documentation need, collect the required details, and submit the request through the platform. Processing and output are handled by the relevant authority or provider.
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1
Identify the customer's documentation need
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2
Collect the required details and documents with consent
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3
Submit the request digitally
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4
Share updates and the final output with the customer
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5
Earn commission on successfully completed services
Ready to offer Documentation to your customers?
Register FreeRequirements
- An active partner account with completed KYC
- Accurate customer details and valid supporting documents
- Customer consent for processing
Benefits
- Offer a range of everyday document services in one place
- Guided, paperless submission
- Keeps customers coming back for more services
Good to know
- Processing time and acceptance depend on the relevant authority or provider
- Requirements may change as per government or provider rules
- Service availability may vary by area
Frequently asked questions
Which documents can be handled?
Everyday documentation services supported on the platform, subject to the relevant authority's or provider's rules and availability in your area.
What if a request is rejected?
Rejections are governed by the authority's or provider's rules. You can help the customer correct and re-submit where permitted.
Offer Documentation to your customers
Join the Stepway Online partner network — free to start.